LONGFELLOW INVESTMENT MANAGEMENT CO LLC Q4 2024 Filing

Filed February 12, 2025

Portfolio Value

$388.9M

Holdings

280

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (280 positions)

StockValue
ETENERGY TRANSFER L P
$55.9M
EPDENTERPRISE PRODS PARTNERS L
$55.5M
MPLXMPLX LP
$36.7M
PAAPLAINS ALL AMERN PIPELINE L
$22.4M
WESWESTERN MIDSTREAM PARTNERS L
$19.9M
HESMHESS MIDSTREAM LP
$12.8M
UGIUGI CORP NEW
$11.2M
NEMNEWMONT CORP
$10.2M
BMYBRISTOL-MYERS SQUIBB CO
$8.4M
BACVERIZON COMMUNICATIONS INC
$8.1M
MOALTRIA GROUP INC
$7.9M
PFEPFIZER INC
$7.8M
ABEVAMBEV SA
$7.4M
CQPCHENIERE ENERGY PARTNERS LP
$7.0M
BXMTBLACKSTONE MTG TR INC
$5.6M
ENBENBRIDGE INC
$5.1M
INTCINTEL CORP
$4.1M
INFYINFOSYS LTD
$3.1M
DISDISNEY WALT CO
$2.8M
PBRPETROLEO BRASILEIRO SA PETRO
$2.5M
HDBHDFC BANK LTD
$2.4M
VIVTELEFONICA BRASIL SA
$2.1M
CVXCHEVRON CORP NEW
$2.0M
TAT&T INC
$1.9M
IBMINTERNATIONAL BUSINESS MACHS
$1.9M
HDHOME DEPOT INC
$1.8M
JNJJOHNSON & JOHNSON
$1.8M
VALEVALE S A
$1.7M
ITUBITAU UNIBANCO HLDG S A
$1.6M
MRKMERCK & CO INC
$1.6M
BACBANK AMERICA CORP
$1.5M
TRVCCITIGROUP INC
$1.5M
XOMEXXON MOBIL CORP
$1.5M
GILDGILEAD SCIENCES INC
$1.4M
WITWIPRO LTD
$1.4M
RTXRTX CORPORATION
$1.3M
EOGEOG RES INC
$1.3M
IBNICICI BANK LIMITED
$1.2M
DEAEASTERLY GOVT PPTYS INC
$1.2M
COPCONOCOPHILLIPS
$1.2M
MDTMEDTRONIC PLC
$1.2M
UGRULTRAPAR PARTICIPACOES SA
$1.2M
NEENEXTERA ENERGY INC
$1.2M
JPMJPMORGAN CHASE & CO.
$1.2M
DWDMORGAN STANLEY
$1.1M
KMIKINDER MORGAN INC DEL
$1.1M
CMCSACOMCAST CORP NEW
$1.1M
CSCOCISCO SYS INC
$1.1M
SJNKSPDR SER TR
$1.1M
PRUPRUDENTIAL FINL INC
$1.1M
UPSUNITED PARCEL SERVICE INC
$1.1M
4I1PHILIP MORRIS INTL INC
$1.0M
UNPUNION PAC CORP
$1.0M
FFORD MTR CO
$1.0M
NSCNORFOLK SOUTHN CORP
$998K
BBDBANCO BRADESCO S A
$961K
PEPPEPSICO INC
$960K
TXNTEXAS INSTRS INC
$955K
APDAIR PRODS & CHEMS INC
$947K
ABBVABBVIE INC
$944K
STTSTATE STR CORP
$933K
RDYDR REDDYS LABS LTD
$885K
HONHONEYWELL INTL INC
$844K
ETRENTERGY CORP NEW
$836K
KOCOCA COLA CO
$832K
MCDMCDONALDS CORP
$824K
QCOMQUALCOMM INC
$769K
CIGCIA ENERGETICA DE MINAS GERA
$756K
HPEHEWLETT PACKARD ENTERPRISE C
$754K
AEPAMERICAN ELEC PWR CO INC
$735K
PNCPNC FINL SVCS GROUP INC
$712K
USBUS BANCORP DEL
$693K
NTRSNORTHERN TR CORP
$686K
MDLZMONDELEZ INTL INC
$684K
CVSCVS HEALTH CORP
$676K
TAPMOLSON COORS BEVERAGE CO
$627K
CMICUMMINS INC
$604K
DOWDOW INC
$600K
CNHICNH INDL N V
$597K
GLWCORNING INC
$596K
EMREMERSON ELEC CO
$595K
SSRMSSR MINING IN
$592K
PLDPROLOGIS INC.
$588K
8CWCROWN CASTLE INC
$531K
DDOMINION ENERGY INC
$528K
SLBSCHLUMBERGER LTD
$507K
BAXBAXTER INTL INC
$507K
DYHTARGET CORP
$504K
WHRWHIRLPOOL CORP
$498K
KHCKRAFT HEINZ CO
$486K
TFCTRUIST FINL CORP
$480K
AMTAMERICAN TOWER CORP NEW
$478K
BKRBAKER HUGHES COMPANY
$471K
BSBRBANCO SANTANDER BRASIL S A
$471K
AMGNAMGEN INC
$469K
GPCGENUINE PARTS CO
$467K
TROWPRICE T ROWE GROUP INC
$465K
DUKDUKE ENERGY CORP NEW
$459K
ALSALLSTATE CORP
$455K
TRVTRAVELERS COMPANIES INC
$454K
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